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<h1>Grouping records in a document </h1>
<p>Grouping records together helps people who read the document to understand 
 the data better. Grouping the data sets up a type of hierarchy within 
 the document, and an inherent or implied sort order for the data. The 
 data is first sorted by the left-most field in the Grouping panel, then 
 by the next field, and so on. To reorder the grouping, you can move the 
 fields in the Grouping panel. </p>
<p>You can specify the grouping of data in a document in one of the following 
 ways:</p>
<ul type="disc" class="whs1">
	
<li class=p><p>While creating a document using the Document Wizard, 
 you can select the fields by which you would like to group data.</p></li>
	
<li class=p><p>When editing a document, you can drag items from Dataset 
 Objects and drop them onto the Grouping panel in the Document Editor.</p></li>
</ul>
<p>You can select attributes, consolidations, and custom groups as grouping 
 fields. For an example of grouping in a document, see the <span style="font-style: italic;"><I>MicroStrategy 
 Report Services Document Creation Guide</I></span><span>.</span></p>
<p>You can group each layout of a multi-layout document differently. &nbsp;</p>
<h2>Grouping and PDF bookmarks and table of contents</h2>
<p>Each element of each grouping field becomes a bookmark in the exported 
 PDF version of the document. You can turn off automatic generation of 
 bookmarks; for steps, see 
<a HREF="Modifying_page_setup_options.htm">Setting 
 up a document for printing</a>.</p>
<p>Each element of each grouping field is listed in the PDF table of contents, 
 if you choose to include a table of contents in the PDF. For steps, see 
 
<a HREF="Document_TOC.htm">Including interactive table of contents in 
 PDFs</a>.</p>
<h2>Grouping and page-by</h2>
<p>By default, page-by is enabled for all the grouping fields in the document. 
 Page-by is the ability to select grouping elements for display in the 
 exported PDF version of the document and in 
<a HREF="Interactive_Mode.htm">Interactive 
 Mode</a>. For more information, see 
<a HREF="Using_pageby_on_a_document.htm">Using 
 page-by on a document</a>.</p>
<h2>To group records in a document</h2>
<ol type="1" class="whs2">
	
<li class=p><p>Open a document.</p></li>
	
<li class=p><p>If the document contains multiple layouts, click the 
 tab of the layout to group.</p></li>
	
<li class=p><p>From the <span style="font-weight: bold;"><B>Tools</B></span> 
 menu, select <span style="font-weight: bold;"><B>Grouping</B></span>. The Grouping 
 panel opens above the Layout area.</p></li>
</ol>
<p class="whs3">Data is first sorted by the left-most field 
 in the Grouping panel, then by the next field, and so on.</p>
<h3>Related topics</h3>
<ul type="disc" class="whs1">
	
<li class=p><p class="whs4">
<a HREF="Deleting_a_grouping_field_in_a_document.htm">Deleting 
 a grouping field in a document</a></p></li>
	
<li class=p><p class="whs4">
<a HREF="Page_breaks_in_groups.htm">Inserting 
 page breaks between groups</a></p></li>
	
<li class=p><p class="whs4">
<a HREF="Resetting_group_pages.htm">Resetting 
 page numbers for each group</a></p></li>
	
<li class=p><p class="whs4">
<a HREF="Repeat_group_header.htm">Repeating 
 a group header on another page</a></p></li>
	
<li class=p><p class="whs4">
<a HREF="Keeping_a_group_together_on_a_page.htm">Keeping 
 a group together on a page</a></p></li>
	
<li class=p><p class="whs4">
<a HREF="Hiding_grouping_sections_in_documents.htm">Hiding 
 grouping sections in documents</a></p></li>
	
<li class=p><p class="whs4">
<a HREF="Grouping_Properties_dialog_box.htm">Grouping 
 Properties dialog box</a></p></li>
</ul>
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